Records and Information Specialist I

Colorado Public Employees' Retirement Association•Denver, CO

1d•Hybrid

About The Position

This position is responsible for the processing of incoming data and documents. Responsibilities include reviewing, analyzing, and processing routine to complex documents from active and retired members or PERA affiliates. Incoming documents must be verified for accuracy and input into the PERA database. This position can also be responsible for processing PERA member and survivor refund requests.

Requirements

High school diploma or education equivalent
Two years general office experience
One year of data entry experience preferred
Basic proficiency using Microsoft Office suite
Detail oriented with effective organization and time management skills
Knowledge of proper English usage, spelling, grammar, and punctuation
Aptitude for consistent routine and repetitive tasks
Ability to comprehend established guidelines and confidence to take initiative in a team-focused environment
Ability to manage multiple detailed workloads

Responsibilities

Monitors numerous work queues and performs data entry to maintain current PERA member and retiree databases
Analyzes and processes routine to complex documents received from active, inactive and retired members, including payroll deductions, change of beneficiary, and address change forms
Demonstrates proficiency when reviewing and researching database information and electronic documents
Reviews and processes routine to complex PERA member and survivor refund requests (Level II or higher)
Assists other divisional areas and internal divisions by processing retiree documents including direct deposit, tax withholding and insurance forms
Audits the work of team members to ensure accuracy, quality and completion based on specific work queue procedures
Communicates with members and retirees in writing to clarify information on documents submitted for entry into the system
Researches and annotates scanned documents in work queues
Escalates documents as needed to the proper department for additional research or clarification
Processes Social Security discrepancy reports and verifies against current database on a monthly and annual basis
Reviews and processes member accounts annually that are set to transfer to Colorado’s Unclaimed Property.
Schedules and prioritizes daily workload to meet deadlines and target dates as specified
Participates in training and educational opportunities for ongoing professional development
Maintains regular and prompt attendance in the workplace
Carries out other duties as assigned